TY 2019 Form 990

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

MASSACHUSETTS LABORERS' LEGAL SERVICES
FUND

Employer identification number

04-6357603

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	123,181	123,181	0
d	Equipment ....	374,941	324,038	50,903
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				50,903

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	112,112
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	4,469,662
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	933,630
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	933,630
3	Subtract line 2e from line 1..................			3	3,536,032
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	12,500
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	12,500
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	3,548,532

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	2,510,841
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	-6,969
e	Add lines 2a through 2d....................			2e	-6,969
3	Subtract line 2e from line 1...................			3	2,517,810
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	12,500
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	12,500
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	2,530,310

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART XII, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN BENEFITS PAYABLE -6,969.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

MASSACHUSETTS LABORERS' LEGAL SERVICES
FUND

Employer identification number

04-6357603

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MARY P O'MALLEY ADMINISTRATOR	(i) (ii)	228,696 ------------- 0	0 ------------- 0	8,062 ------------- 0	32,648 ------------- 0	16,368 ------------- 0	285,774 ------------- 0	0 ------------- 0
2JOHN A RICE JR STAFF ATTORNEY	(i) (ii)	143,302 ------------- 0	0 ------------- 0	0 ------------- 0	32,648 ------------- 0	16,368 ------------- 0	192,318 ------------- 0	0 ------------- 0
3MICHAEL J RILEY STAFF ATTORNEY	(i) (ii)	124,459 ------------- 0	0 ------------- 0	0 ------------- 0	32,648 ------------- 0	16,368 ------------- 0	173,475 ------------- 0	0 ------------- 0
4ROBERT M CASSESSO JR STAFF ATTORNEY	(i) (ii)	105,395 ------------- 0	0 ------------- 0	0 ------------- 0	32,648 ------------- 0	16,368 ------------- 0	154,411 ------------- 0	0 ------------- 0
5JENNIFER L M FEARNLEY STAFF ATTORNEY	(i) (ii)	102,886 ------------- 0	0 ------------- 0	0 ------------- 0	32,648 ------------- 0	16,368 ------------- 0	151,902 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

MASSACHUSETTS LABORERS' LEGAL SERVICES
FUND

Employer identification number

04-6357603

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 15B	THE ORGANIZATION'S OFFICER COMPENSATION IS DETERMINED BY THE TRUSTEES. THE LAST COMPENSATION REVIEW OCCURRED IN DECEMBER 2019.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES & FINANCIAL STATEMENTS ARE AVAILABLE TO ALL OF THE ORGANIZATION'S PARTICIPANTS UPON REQUEST. THE ORGANIZATION DOES NOT MAKE DOCUMENTS AVAILABLE TO THE PUBLIC.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

MASSACHUSETTS LABORERS' LEGAL SERVICES
FUND

Employer identification number

04-6357603

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)MASSACHUSETTS LABORERS ANNUITY FD 1400 DISTRICT AVE STE 200 BURLINGTON,MA018035236 04-6553616	BENEFIT FUND	MA	501(A)	N/A	N/A		No
(2)MASSACHUSETTS LABORERS WELFARE FD 1400 DISTRICT AVE STE 200 BURLINGTON,MA018035236 04-2214296	BENEFIT FUND	MA	501(C)9	N/A	N/A		No
(3)LABORERS PENSION-BURLINGTON INVEST CORP 1400 DISTRICT AVE STE 200 BURLINGTON,MA018035236 04-3249480	REAL ESTATE TITLE HOLDING COMPANY	MA	501(C)(25)	N/A	N/A		No
(4)MASSACHUSETTS LABORERS PENSION FD 1400 DISTRICT AVE STE 200 BURLINGTON,MA018035236 04-6128298	BENEFIT FUND	MA	501(A)	N/A	N/A		No
(5)SEE SCHEDULE R SUPPLEMENTAL INFORMATION

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2019

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) SEE SCHEDULE R SUPPLEMENTAL INFORMATION

Schedule R (Form 990) 2019

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2019

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. (see instructions).

Return Reference	Explanation
PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS	(A) NAME BUILD & CONSTR TRADES CNCL BUILDING WRECKERS LOCAL 142 LABORERS N E REGION ORGAN F LOCAL 1285 LOCAL 133 LOCAL 138 LOCAL 151 LOCAL 175 LOCAL 22 LOCAL 223 LOCAL 243 LOCAL 327 LOCAL 385 LOCAL 39 LOCAL 429 LOCAL 473 LOCAL 560 LOCAL 596 LOCAL 609 LOCAL 610 LOCAL 721 LOCAL 876 LOCAL 88 LOCAL 976 LOCAL 999 MASS BLDG TRADES COUNCIL, A MASS LABORERS DIST COUNCIL MASS LABORERS UNIFIED TRST MASSACHUSETTS LABORERS' BEN
PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORP OR TRUST	(A) NAME A & A WINDOW PRODUCTS INC A & J DEMOLITION SERVICES C A A ASBESTOS ABATEMENT CO I A A PENTA CORPORATION A A WILL CORP A F AMORELLO & SONS INC A J VIRGILIO CONSTRUCTION A MARTINS & SON CONSTR INC A PEREIRA CONSTRUCTION CO I A R PLANTE LAND CLEARING & A VOZZELLA & SONS INC AAXIOM CONCRETE SAWING LLC ABSOLUTE ENVIRONMENTAL INC ACE CONCRETE CUTTING LLC ACE RESTORATION CO INC ACME ABATEMENT CONTRACTOR I ACME CONSTR CORP ACME WATERPROOFING CO INC ACOUSTICAL THERMAL INSULATO ACRANOM MASONRY INC ADAMS & RUXTON CONST ADAMS MASONRY CONTRACTING, ADVANCED POLLUTION CONTROL ADVANCED SCAFFOLD SERVICES, AET PAINTING, INC AETNA BRIDGE COMPANY AGGREGATE IND/ N.AMER BUS S AGI CONSTRUCTION INC AIR QUALITY EXPERTS INC ALBANESE BROS INC ALBANESE D & S INC ALCANTARA CONTRACTOR INC ALGAR CONST CORP ALL SAFE SCAFFOLD INC ALL TIME SERVICE INC ALLIED PAVING CORP ALTON E GLEASON CO INC AMERICAN ENVIRONMENTAL INC AMERPHIL INC AMEX INC ANGELINI PLASTERING INC APEX CHIMNEY CO INC ARCHITECTURAL BLDG & REST L ARCHITECTURAL PAVING & STON ARMANI RESTORATION INC ARSENAULT CONSTR SERV CORP ASHFORD COMPANIES LLC ASSOCIATED SCAFFOLD BUILDER ATLANTIC COAST DISMANTLING ATLANTIC COAST DRILLING, LL ATLANTIC LINING INC ATLANTIC POLYMERS GROUP INC ATLAS DRILLING LLC ATW LINE PAINTING LLC AZCO INC BACK BAY CONCRETE CORP BACON CONSTRUCTION CO INC BALTAZAR CONTRACTORS INC BARLETTA CONTRACTING SERVIC BARLETTA ENGINEERING CORP BARLETTA HEAVY DIVISION INC BARLETTA-FISCHBACH GREEN LI BARR & BARR INC BATISTA CONTRACTING LLC BAYSTATE BLASTING INC BAYSTATE RECLAMATION LLC BEACON WATERPROOFING & REST BHI ENERGY I SPECIALTY SERV BIDGOOD ASSOCIATES INC BLAKESLEE PRE-STRESS INC BLUE CONSTRUCTION CO BLUROC LLC BMR CONTRACTING INC BOND BROS BORGES CONSTRUCTION INC BORGGAARD CONSTR CORP BOSTON BLDG & BRIDGE CORP BOSTON CHIMNEY & TOWER CO L BOSTON CONTRACT DRILLING LL BOSTON FLOORING & CONTRACTI BOWLINE CONSTRUCTION BRANDENBURG IND SER WRK BRANDSAFWAY SERVICES LLC BRIGHTVIEW LANDSCAPE DEVELO BROX INDUSTRIES INC BULLDOG INC BUONOPANE INC C & A CONSTRUCTION CO INC C & S CO INC C BRITO CONSTRUCTION CO INC C E CYR CONSTR CO INC C H NICKERSON & CO INC C I P CONCRETE C M CONWAY CONSTR INC CAAN FENCE INC CALHESS REST & WATERPROOFIN CANTARELLA & SON INC CAPEWAY INTERIORS INC CAPITAL CITY CONST MGMT SER CAPONE BROS INC CARACAS CONSTRUCTION CORP CARDI CORP CARL WALKER CONSTRUCTION IN CARLIN CONTRACTING CO INC CARR DEE CORP CATALANO CONSTRUCTION INC CAUSEWAY CONTRACTING INC CAVALIERI CONST CO INC CCB INC CECO CONCRETE CONSTRUCTION CENEDELLA MASONRY INC. CENTRAL LANDSCAPE CONSTR CENTURY DRYWALL CO CEOS CONSTRUCTION CORP CHAMPLAIN MASONRY INC CHAPMAN WATERPROOFING CO CHARLES CONTRACTING CO INC CHARLES SERVICES & EQUIP CO CHARP'S, LLC CHARTER OAK UTILITY CONSTRU CHUTEHALL CONSTRUCTION CO L CICCONI & SONS CONSTR CO IN CITYSCAPES PLANT CARE, INC. CKM CONSTRUCTION LLC CLIFFORD & GALVIN CONTRACTI COAST 2 COAST EPOXY FLOORIN COLMAC CONSTRUCTION LLC COLONIAL SYSTEMS INC COLONY DRYWALL INC COMMERCIAL CONST CORP COMMERCIAL MASONRY CORP COMMONWEALTH CUT & CORE COM COMMONWEALTH GUARD RAIL COMMONWEALTH SCAFFOLD CONSTR MGMNT & CONSULT CONSTRUCTION DRILLING INC CONSTRUCTION LABOR UNLIMITE CONTRACTING & MATERIAL CO CONTRACTING SPECIALISTS INC CORBO CONSTRUCTION CORDERMAN & COMPANY INC COSCO INC COSTA BROS MASONRY INC COSTELLO DISMANTLING CO INC CSL INC CTA CONST. MGRS & STANCHION CUSTOM DRYWALL INC CYN ENVIRONMENTAL D & R GENERAL CONTRACTING I D & W CONSTRUCTION LLC D A SULLIVAN & SONS D CLANCY & SONS D CONDRON CONSTRUCTION INC D J ROSSETTI INC D N TANKS, INC D SCHUMACHER LANDSCAPING D W WHITE CONSTRUCTION INC DANIEL O'CONNELL'S SONS INC DAVID G ROACH & SONS INC DAVID J TIERNEY JR DAY & ZIMMERMAN NPS, INC DCR INC DEFELICE INC DEIULIS BROS DELUCCA FENCE CO DEPENDABLE MASONRY CONST DEPRIZIO PAVING/ DBA DETOUR CONSTRUCTION LLC DIAMOND CORING COMPANY INC DIMEO CONST CO DIVERSIFIED CONST GROUP LLC DON MARTIN CORP DOS CONC SERVICE INC DOW COMPANY DUNLOP ACCESS SYSTEMS LLC DW EQUIPMENT RENTALS, LLC E M R DRYWALL INC E T & L CONSTRUCTION CORP EAGLE FENCE & GUARDRAIL EAST COAST FIREPROOFING CO EAST COAST OFFICE INST EAST COAST SLURRY CO LLC EASTON CONCRETE CUTTING EASTWIND CORP EDI BUILDING CONSULTANTS, I EDI LANDSCAPE LLC EMANOUIL INC EMPIRE MASONRY CORP ENVIRONMENTAL DESIGNS INC EQUALITY CONSTR WORKS INC ERNEST GUIGLI & SONS INC EUROVIA ATLANTIC COAST, LLC EXCELL CONSTRUCTION CORP F & D TRUCK CO F & Y CONSTRUCTION, LLC F C CONSTRUCTION CORP F L CAULFIELD & SONS FABCON INC FAZIO CONSTRUCTION CORP FEDERAL CONCRETE INC FERREIRA CONSTR CO INC FIACCO & RILEY CONSTR INC FILLION'S LANDSCAPING INC FISHER CONTRACTING CORP FOLAN WATERPROOFING & CONST FONTAINE BROS INC FONTAINE MASONRY REST FRANK LILL & SONS INC FRANNYS CONSTRUCTION CO INC FRED DEROMA & SON INC FRED SALVUCCI CORP FRONT LINE INC FUNARI CORP. G & C CONCRETE CONST INC G GREENE CONSTRUCTION CO IN G O SERVICES LLC G V W INC GAGLIARDUCCI CONSTRUCTION I GALLAGHER CONCRETE CONSTR GARLAND BUILDING CO LLC GARRITY ASPHALT RECLAIMING GEG CONSTRUCTION INC GEMMA POWER SYSTEMS LLC GEOLOGIC INC GEORGE R CAIRNS & SONS INC GLEESON POWERS INC GLOBAL FF & E INC GOMES CONSTRUCTION CO INC GORCA CONSTRUCTION INC GRANDE MASONRY GREEN ACRES CONSTR CO GUARDRAIL SOLUTIONS LLC H & H BUILDERS INC H CARR & SONS INC H M NUNES & SONS CONSTRUCTI H S I CONSTRUCTION INC HAMILTON CONSTR MANAGEMENT HAMON CUSTODIS INC HART ENGINEERING CORPORATIO HARVEY CONSTRUCTION HELM CONSTRUCTION LLC HENRY F. OWENS, INC. HERITAGE RESTORATION INC HIGH RISE CONSOLIDATED SERV HIGHWAY SAFETY SOLUTIONS IN HL PATTEN CONSTR CO INC HUB FOUNDATION CO INC HUB OFFICE INSTALLATIONS, L ICC COMMONWEALTH CORP INDUS INDUSTRIAL SERVICES GROUP I INDUSTRIAL SERVICES GRP INC INFAB REFRACTORIES INC INFRASOURCE CONSTRUCTION LL INTERSTATE OFF PARTITIONS I IRON MIKE'S ISAAC BLAIR & CO INC ISLAND INTERNATIONAL INDUST J & J CONTRACTORS INC J & S CONCRETE PUMP & GROUT J A J TILE CO INC J B M GENERAL CONTRACTORS I J DERENZO CO J F WHITE CONTRACTING CORP J H LYNCH & SONS INC J H MAXYMILLIAN INC J J WHITE, INC J L MARSHALL & SONS INC J R J CONSTRUCTION CO INC J R VINAGRO MNFCTING & PROC JACK GONCALVES & SONS INC JACK MOORE ASSOCIATES INC JAG SCAFFOLD INC JAMES W FLETT CO INC JAYDE CORPORATION INC JBL CONSTRUCTION CO INC JDC DEMOLITION COMPANY INC JEAN'S WATERPROOFING INC JEREZ LLC JIMENEZ & SON CONST CO INC JOHN MORIARTY & ASSOCIATES JOHN ROCCHIO CORP JUDLAU CONTRACTING, INC JUDLAU-WHITE K DAPONTE EQUIP CORP K O STONE INC K R REZENDES INC KARLS EXCAVATING INC KELLER INDUSTRIAL,INC KELLER NORTH AMERICA, INC/C KELLER NORTH AMERICA, INC/H KENNETH CASTELLUCCI ASSOC KIEWIT INFRASTRUCTURE CO KWV INCORPORATED
PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORP OR TRUST	- CONTINUED (A) NAME L & L CONCRETE FORMS INC L A L CONST CO INC LA ROVERE COMPANIES, INC. LABOR MGMNT RESOURCE INC LAFRAMBOISE WELL DRILLING LAKE CONTRACTING INC LANCO SCAFFOLDING LANDSCAPING BY GREENSCAPE LANE CONST CORP LARKIN ENT. INC. LAWRENCE HOUSING AUTHORITY LAWRENCE-LYNCH CORP LEE KENNEDY CO INC LEND LEASE (US) CONST LMB I LIBERTY CONSTR SERV LLC MUL LIBERTY EQUIPMENT & SUPPLY LIDDELL BROS INC LINA CIUFFO CONST CORP LM HEAVY CIVIL CONSTR LLC LMH-CMC DI RAVENNA JV LMH-LANE CABOT YARD JOINT V LOCKWOOD REMEDIATION TECHNO LOUIS C ALLEGRONE INC LOWELL HOUSING AUTH LUDLOW CONSTRUCTION CO INC M & X UTILITY CO INC M D DRILLING & BLASTING INC M D R CONSTRUCTION CO INC M DISANDRO & SONS MASONRY I M E SMITH INC M F CONST CORP M J SCULLY & CO INC M L MCDONALD SALES CO INC M O N LANDSCAPING INC M T J LANDSCAPE CO MAC INDUSTRIAL SERVICES MACKAY CONCRETE MACKENZIE SERVICE CORPORATI MANAFORT BROS INC MANAFORT TRANSIT LLC MANAFORT-PRECISION, LLC MANGANARO NORTHEAST LLC MARCOR BUILDERS INC MARGUERITE CONCRETE INC MARIS UTILITY SERVICES MARMELO BROS CONST CO INC MAROIS BROS INC MARON CONSTRUCTION CO INC MARR SCAFFOLDING MARTINEZ ROAD CONSTRUCTION MASS ACOUSTICS INC MASS BAY ELECTRICAL CORP MASS-WEST CONSTRUCTION INC MATTHEWS FIELD SERVICE MATTISON CONCRETE CONSTR LL MATTUCHIO CONST CO INC MCCONNELL ENTERPRISES MCCOURT CONST CO MCDONALD CONSTRUCTION CO IN MCDONALD ELECTRICAL CORP MCKEOWN MASONRY INC MEDEIROS & SONS CONSTR INC MEDEIROS HYDRO SEED & LNDSC METROPLTN MSRY WTPF & REST MICHELS CORP MICHELS PIPE SERVICES MIDDLESEX INTERIORS MIDLAND CONSTRUCTION CORP MIDWEST MOLE INC MIG CORPORATION MJA CONSTRUCTION SERV MORAIS CONCRETE SERVICE MOUNT HOPE BUILDERS INC MR3 LLC MTK CONSTRUCTION SERV MURRAY PAVING & RECLAMATION MURRAY REFRACTORIES N E FINISH SYSTEMS INC N E FOUNDATION CO INC N E LABORERS HLTH & SAFTY F N E LABRERS LABR MGT COR TR N E LANDSCAPE & IRRIGATION N EAST INT SYS OF N E INC NASDI, LLC NER CONSTRUCTION MGMT INC NESC INC NEW ENG CONCRETE CUTTING IN NEW ENG DECKS & FLRS NEW ENG LAB TRAIN ACADEMY NEW ENG LAB TRAIN TRUST FUN NEW ENGLAND LINER SYS NEW HAMPSHIRE BORING NEW QUALITY FENCE CORP NEW ROADS ENVIRONMENTAL NEWPORT CONSTRUCTION CO NICHOLSON CONST CO NORTH EAST FOAM SOLUTIONS I NORTHEAST CONTR INC NORTHEAST SERVICES INC NORTHEAST TRAFFIC CONTROL NORTHERN CONTRACTING CORP NORTHERN GENERAL CONTRCTRS NORTHERN LAND CLEARING INC NORTHSTAR GROUP SERV INC NORTHWOODS CONSTRUCTION NORTHWOODS CONSTRUCTION INC OCONNER CORP ONDRICK PORTABLE CRUSHING & ONSITE SERV CORP ORBIS OTIS EASTERN SERVICE INC OVERCHECK ASSOC LLC P GIOIOSO & SONS INC P J KEATING COMPANY P J SPILLANE PACELLA ENTERPRISES INC PALMER PAVING CORP PARADIGM CONST CORP PARKSIDE UTILITY CONST CORP PATRIOT POURED FLOORS, INC. PATRIOT RESTORATION LLC PATRIOT TRAFFIC LLC PAVERS INC PERFORMANCE CONTRACTING INC PETRICCA CONST CO PHOENIX BAY STATE CONST CO PHOENIX FOUNDATION CO INC PIONEER VALLEY CONCRETE SER PIPELINE TECHNOLOGY LLC PIZZOTTI BROS INC PLATINUM SPECIALTY SER, INC POWER LINE CONTRACTORS INC PREMIER ENERGY SERVICES LLC PREMIER EQUIPMENT INC PRIME LANDSCAPE CONTRACTORS PRIME STEEL ERECTING PRINCETON CONST SERVICES IN PRO CUT INC PROIA CONSTRUCTION INC PSN CONSTRUCTION INC PULLMAN SST INC R A POWELL CONST CORP R F ROACH CO INC R M PACELLA INC R ZOPPO CORP RAILROAD CONSTRUCTION CO. I RAMCO SURVEY STAKE CO INC RBC CORPORATION RED LINE WALL SYSTEMS INC RELIABLE ROOFING & SHEET ME RENAU CONST CO INC RIBEIRO CONSTRUCTION INC RICMOR CONSTRUCTION INC RIGGS CONTRACTING, INC ROADSAFE TRAFFIC SYSTEM ROSCITI CONSTRUCTION LLC ROSE EXCAVATING LLC ROSHER MECHANICAL INC RSG CONTRACTING CORP RUDY V POMPEO INC RZ CONSTRUCTION INC S & F CONCRETE CONTRACTORS S & R CORPORATION S O S CORPORATION SAFESPAN SCAFFOLDING LLC SAFEWAY CONSTRUCTION ENTERP SAK CONSTRUCTION LLC SALEM REFRACTORIES INC SALVUCCI MASONRY CO INC SARAGOSA CONSTRUCTION LLC SAUNDERS DRLNG & BLSTNG CO SAVE-ON-WALL CO INC SCHNABEL FOUNDATION CO INC SECA UNDERGROUND CORP SECURITY FENCE CORP SELECT DEMOLITION SERVICE SELECT SPRAY SYSTEMS SEVENSON ENVIRONMENTAL CORP SHAMROCK CONSTR LLC SIENA CONSTRUCTION CORP SILVERBACK CONCRETE CONST C SINGLE SOURCE SERVICES LLC SITECON CORPORATION SJ BLAIR EXCAVATION LLC SKANSKA USA BLDG INC SKANSKA USA CIVIL NORTHEAST SMI DEMOLITION INC SMN CONSTRUCTION & CONSULTI SOINI EROSION CONTROL SOLBERG PRECAST & CONCRETE SOUTH SHORE PIPELINE SERV SPECIAL BREAKS LLC SPINO BROS SPS NEW ENGLAND INC STANCHION BUILDERS LLC STANLEY & SONS INC STARLITE BUILDING SERVICES STEBBINS ENG MFG CO STEELCO CHAIN LINK FENCE STONE & LIME IMPORTS INC STRUCTURE TONE INC SUBURBAN CONCRETE CUTTING C SULLIVAN & MERRITT CONST IN SULLIVAN & NAREY CONST CO SUNRISE ERECTORS INC SUPERIOR GUNITE INC SUPREME INDUSTRIES INC SUR CONSTRUCTION SERVICES C SWANK CONSTRUCTION CO LLC SWEENEY DRYWALL FINISHES CO T & M EQUIP CORP T J MCCARTNEY INC TANGO CONSTRUCTION TAVARES LLC TC LABOR SERVICE INC TCT EQUIPMENT, LLC TED ONDRICK CO LLC TEEL CONSTRUCTION THE CORE GROUP THE DEMOLITION CORP LLC THE GREATEST CLEANING CO IN THE NUNES COMPANIES INC THE WATERPROOFING CO LLC THE WELCH CORP THUNDERBIRD CONSTRUCTION IN TIGHT LINE CONSTR INC TISHMAN CONTR CORP TRALFAZ CORP INC TREVI ICOS CORP TRINITY BUILD & CONSTR MGMT TRIPLE J DRYWALL AND CARPEN TRI-STATE CONSTRUCTION LLC TRITON LEASING & RENTAL INC TURNER CONST CO TURNPIKE EXCAV & PAVING INC U S DRYWALL INC ULTIMATE ABATEMENT CO INC UNIFIED ABATEMENT SERVICES, UNIFIED CONST GROUP LLC UNIFIED CONTRACTING INC UNION FLOORING INSTALLATION UNION INSTALLATIONS INC UNITED CIVIL INC UNITED RENTALS INC UNITED STONE & SITE INC UNITY CONSTRUCTION INC V&P EXCAVATION AND CONSTRUC VARANDAS & SONS CONSTRUCTIO VECTOR SERVICES VERTICAL ACCESS SOLUTIONS L W J QUINN CO LLC W L FRENCH EXCAVATING CORP WALSH BROS INC WALSH CONST CO OF ILLINOIS WALSH CONTRACTING CORP WARNER BROS LLC WAVERLY OAKS CONST CO INC WELLINGTON SALES & INSTALLA WES CONSTRUCTION CORP WESTPORT CURBSETTERS INC WEXLER BUILDING CO INC WHITE/SKANSKA/CONSIGLI JV WHITE/SKANSKA/KOCH JV WHITE-SCHIAVONE JV WILLIAMS SERVICE GRP INC WISE CONSTRUCTION CORP WM J KELLER & SONS CONST CO WYNN SHORING AND RIGGING, I XQUISITE LANDSCAPING INC XTREME SHOTCRETE LLC YANKEE DRILLING CO INC YARDWORK CONSTRUCTION ZAPATA CONSTRUCTION INC
SCHEDULE R - PART VII	CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THEIR FILING ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THE FILING ORGANIZATION

Schedule R (Form 990) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE PURPOSE OF THE PLAN IS TO PROVIDE LEGAL BENEFITS TO ELIGIBLE PARTICIPANTS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	12
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	3,258,652	3,329,278
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	186,046	219,254
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,444,698	3,548,532
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	2,017,287	1,999,846
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	398,690	391,511
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	160,206	138,953
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,576,183	2,530,310
19	Revenue less expenses. Subtract line 18 from line 12.......	868,515	1,018,222
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	7,539,678	9,526,260
21	Total liabilities (Part X, line 26).............	158,025	192,755
22	Net assets or fund balances. Subtract line 21 from line 20.....	7,381,653	9,333,505

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	THE PURPOSE OF THE PLAN IS TO PROVIDE LEGAL BENEFITS TO ELIGIBLE PARTICIPANTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) BARBARA J DELUCCA-REA...................................................................... SECRETARY/TRSTE	1.00 ................. 0.00	X			0	0	0
(2) JOSEPH C BONFIGLIO...................................................................... CHAIRMAN/TRSTE	1.00 ................. 0.00	X			0	0	0
(3) MICHAEL P GAGLIARDI...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(4) CHRISTOPHER C MURPHY...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(5) ROBERT L PETRUCELLI...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(6) DAVID P POWELL...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(7) BRENDAN CARTER THRU 1219...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(8) DAVID SARGO...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(9) MARY P O'MALLEY...................................................................... ADMINISTRATOR	40.00 ................. 0.00		X		236,758	0	49,016
(10) JOHN A RICE JR...................................................................... STAFF ATTORNEY	40.00 ................. 0.00			X	143,302	0	49,016
(11) MICHAEL J RILEY...................................................................... STAFF ATTORNEY	40.00 ................. 0.00			X	124,459	0	49,016
(12) ROBERT M CASSESSO JR...................................................................... STAFF ATTORNEY	40.00 ................. 0.00			X	105,395	0	49,016
(13) JENNIFER L M FEARNLEY...................................................................... STAFF ATTORNEY	40.00 ................. 0.00			X	102,886	0	49,016

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	712,800	0	245,080

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	525100	3,329,278	3,329,278
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		3,329,278

3 Investment income (including dividends, interest, and othersimilar amounts) ......			211,203			211,203
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		8,051	7a
b	Less: cost or other basis and sales expenses		0	7b
c	Gain or (loss)		8,051	7c
d	Net gain or (loss).........			8,051			8,051
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			3,548,532	3,329,278	0	219,254

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	1,999,846
5	Compensation of current officers, directors, trustees, and key employees ...........	114,309
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	165,466
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	62,279
9	Other employee benefits .......	31,235
10	Payroll taxes ...........	18,222
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	20,000
c	Accounting ...........	27,700
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	12,500
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	17,859
14	Information technology ......	12,782
15	Royalties ..
16	Occupancy ...........	31,860
17	Travel ............	3,739
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	2,024
23	Insurance ...	10,489
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	2,530,310
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			152,408	1	149,673
2	Savings and temporary cash investments .........			342,391	2	390,714
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			289,000	4	289,000
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			25,128	9	22,697
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	498,122
b	Less: accumulated depreciation	10b	447,219	60,287	10c	50,903
11	Investments—publicly traded securities .			6,670,464	11	8,623,273
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			7,539,678	16	9,526,260

17	Accounts payable and accrued expenses .....	82,226	17	80,643
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	75,799	25	112,112
26	Total liabilities. Add lines 17 through 25..	158,025	26	192,755

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	7,381,653	31	9,333,505
32	Total net assets or fund balances ...........	7,381,653	32	9,333,505
33	Total liabilities and net assets/fund balances ........	7,539,678	33	9,526,260